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Evaluation edition available

See performance.
Understand the story.

Institutional performance analytics and professional reporting software built for hedge funds, family offices, emerging managers, and investment teams.

Professional Edition$499one-year license
Request evaluationExplore the platform
Windows desktopLocal data storageExcel · PDF · Word
HedgeArc Fund AnalyticsPerformance dashboard
Fund performance dashboard with return summary, growth chart, and risk analytics
17.64% Annualized return1.01 Sharpe ratio

Built for investment professionals

From monthly returns to a complete analytical picture.

Replace fragmented spreadsheets and manual report preparation with a focused workflow built around the way investment managers evaluate performance.

01

Institutional analytics

Move beyond headline performance with a structured view of returns, risk, drawdowns, consistency, and benchmark-relative results.

  • Return and calendar-year analysis
  • Risk and distribution measures
  • Capture, alpha, beta, and correlation
  • Rolling analytics and visualizations
02

Professional reporting

Generate presentation-ready deliverables from the same return history, benchmark selections, and analytical assumptions.

  • Multi-tab Excel analytics workbook
  • Multi-page PDF performance tear sheet
  • Editable Word report
  • Definitions and allocator interpretations
03

Optional AI commentary

Add narrative interpretation using an OpenAI API key supplied and controlled by the user.

  • Concise, standard, or detailed styles
  • Commentary embedded in reports
  • Optional and user controlled
  • Separate OpenAI API billing

Who can benefit?

Professional analytics for managers at every stage.

Turn a monthly return history into a structured analytical package that is easier to evaluate, explain, and present.

01

Emerging managers

Present a prior track record in an institutional format using the performance, risk, drawdown, and benchmark analytics allocators expect to review.

  • Build a professional package before launch
  • Support allocator conversations
  • Move beyond a basic return table
02

Existing managers

Maintain direct control of fund return data and refresh the same analytical views through a local desktop application.

  • Keep performance data on the firm’s computer
  • Standardize recurring reporting
  • Generate outputs without another portal

A dashboard with depth

Move from headline returns to risk, consistency, and benchmark context.

Review growth, drawdowns, rolling returns, volatility, capture ratios, alpha, beta, correlation, risk-adjusted returns, and calendar-year performance in one interface.

Detailed dashboard with benchmark analytics, calendar-year returns, risk-adjusted returns, drawdown, and rolling charts
Benchmark, drawdown, and rolling analytics remain visible in one review workflow.

Complete analytics library

Every calculation, organized and ready to explain.

Review fund results independently and relative to selected benchmarks, with definitions and interpretations available throughout the application and its reports.

Returns & timing

  • Annualized and inception-to-date returns
  • Trailing one- and three-year returns
  • Calendar-year returns
  • Best and worst months
  • Positive and negative months

Risk & distribution

  • Annualized and downside volatility
  • Maximum drawdown and recovery
  • Skewness and excess kurtosis
  • Average monthly gain and loss
  • Gain/loss ratio

Risk-adjusted analytics

  • Sharpe ratio
  • Sortino ratio
  • Omega ratio
  • Calmar ratio
  • Treynor ratio

Benchmark analytics

  • Alpha, beta, and R-squared
  • Correlation and tracking error
  • Information ratio and batting average
  • Upside and downside capture
  • Up and down number ratios

Charts & visual analysis

  • Growth of investment
  • Drawdown history
  • Monthly return heatmaps
  • Rolling returns, volatility, and beta
  • Return distribution histogram
Distribution, capture, benchmark, gain and loss, consistency, and timing analytics
Distribution, capture, consistency, timing, and benchmark calculations are organized into reviewable panels.

AI commentary available

Add narrative commentary to analytical results.

Users may enable AI commentary in generated reports and choose a concise, standard, or detailed style. The feature is entirely optional and uses the user’s own OpenAI API key.

Reporting without reconstruction

One dataset. Three professional deliverables.

Generate an Excel analytics workbook, a multi-page PDF tear sheet, and an editable Word report from the same performance history and assumptions.

X
Excel Analytics

Detailed workbook with analytical tables, heatmaps, and charts.

P
PDF Tear Sheet

Presentation-ready performance reporting.

W
Word Report

Editable analytics, commentary, and definitions.

Straightforward pricing

Institutional analytics without institutional software pricing.

A focused desktop platform for investment managers who want deeper analytics and professional outputs without another complex enterprise system.

Professional Edition

$499

one-year software license
  • Full performance and risk analytics
  • Fund and benchmark analysis
  • Excel, PDF, and Word reports
  • Optional AI commentary
  • Local desktop data storage
Request evaluation

Designed with privacy in mind

Your performance data stays local.

HedgeArc Fund Analytics runs as a Windows desktop application. Fund return data and generated reports remain on the user’s computer. Optional AI commentary is enabled only with an API key supplied and controlled by the user.

Explore the Evaluation Edition